MOS
SCHV

MGO One Seven’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

MGO One Seven’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-23,746
Closed -$703K – 1492
2025
Q4 		$703K Sell
23,746
-11,134
-32% -$325K 0.01% 749
2025
Q3 		$1.02M Sell
34,880
-5,361
-13% -$152K 0.02% 579
2025
Q2 		$1.11M Sell
40,241
-214
-0.5% -$5.62K 0.04% 483
2025
Q1 		$1.08M Sell
40,455
-6,426
-14% -$172K 0.04% 426
2024
Q4 		$1.22M Buy
46,881
+4,965
+12% +$134K 0.05% 392
2024
Q3 		$1.12M Sell
41,916
-6,258
-13% -$161K 0.05% 374
2024
Q2 		$1.19M Buy
48,174
+9,105
+23% +$225K 0.06% 338
2024
Q1 		$989K Sell
39,069
-11,277
-22% -$270K 0.05% 351
2023
Q4 		$1.18M Buy
50,346
+861
+2% +$18.8K 0.07% 288
2023
Q3 		$1.06M Sell
49,485
-43,329
-47% -$973K 0.08% 253
2023
Q2 		$2.08M Buy
92,814
+20,568
+28% +$449K 0.19% 129
2023
Q1 		$1.58M Buy
72,246
+31,854
+79% +$708K 0.1% 221
2022
Q4 		$889K Buy
+40,392
New +$874K 0.09% 250
2022
Q2 		– Sell
-15,657
Closed -$373K – 704
2022
Q1 		$373K Sell
15,657
-63,024
-80% -$1.49M 0.04% 449
2021
Q4 		$1.92M Buy
78,681
+7,515
+11% +$178K 0.2% 126
2021
Q3 		$1.69M Buy
71,166
+5,577
+9% +$129K 0.21% 121
2021
Q2 		$1.5M Sell
65,589
-26,202
-29% -$594K 0.21% 129
2021
Q1 		$2M Buy
91,791
+17,052
+23% +$355K 0.34% 71
2020
Q4 		$1.48M Buy
74,739
+62,481
+510% +$1.17M 0.31% 78
2020
Q3 		$213K Sell
12,258
-276
-2% -$4.83K 0.05% 411
2020
Q2 		$209K Buy
+12,534
New +$205K 0.05% 408

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MGO One Seven's SCHV Position: Q1 2026 in Review

MGO One Seven sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2026, closing a stake of 23,746 shares — an estimated $703K sold.

MGO One Seven first reported a position in SCHV in Q2 2020 and held it in 21 quarters. The position peaked at $2.08M in Q2 2023. 970 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • MGO One Seven reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • MGO One Seven sold 23,746 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $703K.
  • MGO One Seven first reported a position in Schwab US Large-Cap Value ETF in Q2 2020 and held it in 21 quarters.
  • MGO One Seven's Schwab US Large-Cap Value ETF position peaked at $2.08M in Q2 2023.
  • 970 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.